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Harfst & Associates’s WisdomTree US High Dividend Fund DHS Stock Holding History

Harfst & Associates’s Portfolio DHS Stock Details DHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$532K Sell
4,676
-360
-7% -$40.1K 0.08% 90
2026
Q1 		$550K Buy
5,036
+344
+7% +$37.4K 0.1% 97
2025
Q4 		$478K Buy
+4,692
New +$473K 0.09% 91

Other funds holding DHS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Harfst & Associates's DHS Position: Q2 2026 in Review

Harfst & Associates reduced its WisdomTree US High Dividend Fund (DHS) stake by 7.1% in Q2 2026, selling an estimated $40.1K and leaving 4,676 shares worth $532K. The position accounts for 0.08% of the portfolio, ranked #90.

Harfst & Associates first reported a position in DHS in Q4 2025 and has held it in 3 quarters since. The position peaked at $550K in Q1 2026. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • Harfst & Associates held 4,676 shares of WisdomTree US High Dividend Fund worth $532K as of Q2 2026.
  • Harfst & Associates sold 360 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $40.1K.
  • WisdomTree US High Dividend Fund made up 0.08% of Harfst & Associates's portfolio in Q2 2026, its #90 holding.
  • Harfst & Associates first reported a position in WisdomTree US High Dividend Fund in Q4 2025 and has held it in 3 quarters since.
  • Harfst & Associates's WisdomTree US High Dividend Fund position peaked at $550K in Q1 2026.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on Harfst & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.